Avantax Advisory Services Inc. Has $4.07 Million Stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Avantax Advisory Services Inc. boosted its stake in iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 1.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 64,233 shares of the company’s stock after purchasing an additional 797 shares during the period. Avantax Advisory Services Inc.’s holdings in iShares Morningstar Small-Cap Value ETF were worth $4,073,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of ISCV. Jim Saulnier & Associates LLC acquired a new stake in iShares Morningstar Small-Cap Value ETF in the third quarter valued at $513,000. D.A. Davidson & CO. increased its holdings in iShares Morningstar Small-Cap Value ETF by 1.1% in the third quarter. D.A. Davidson & CO. now owns 17,132 shares of the company’s stock valued at $1,088,000 after purchasing an additional 184 shares during the period. IHT Wealth Management LLC increased its holdings in iShares Morningstar Small-Cap Value ETF by 69.6% in the third quarter. IHT Wealth Management LLC now owns 40,396 shares of the company’s stock valued at $2,552,000 after purchasing an additional 16,575 shares during the period. EP Wealth Advisors LLC acquired a new stake in iShares Morningstar Small-Cap Value ETF in the third quarter valued at $2,189,000. Finally, JPMorgan Chase & Co. increased its holdings in iShares Morningstar Small-Cap Value ETF by 125.0% in the third quarter. JPMorgan Chase & Co. now owns 40,071 shares of the company’s stock valued at $2,544,000 after purchasing an additional 22,264 shares during the period.

iShares Morningstar Small-Cap Value ETF Trading Up 2.5 %

Shares of iShares Morningstar Small-Cap Value ETF stock opened at $59.54 on Friday. The business has a 50-day moving average price of $63.59 and a two-hundred day moving average price of $64.10. iShares Morningstar Small-Cap Value ETF has a 1-year low of $55.96 and a 1-year high of $70.13. The company has a market cap of $419.76 million, a P/E ratio of 14.17 and a beta of 1.27.

About iShares Morningstar Small-Cap Value ETF

The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization.